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Appfolio shares owned by Acumen Wealth Advisors

Quarter-by-quarter ownership of Appfolio (APPF) shares owned by Acumen Wealth Advisors from 13F filings

Historical chart of Acumen Wealth Advisors investment in Appfolio

Tip: Access up to 7 years of quarterly data

All positions including Appfolio held by Acumen Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Appfolio by Acumen Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4k 9 157.89

More positions owned by Acumen Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Meta Platforms Cl A (META)
Amazon (AMZN)
Johnson & Johnson (JNJ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Taiwan Semiconductor Manufac Sponsored Ads (TSM)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Lam Research Corp Com New (LRCX)
Broadcom (AVGO)

View all positions for Acumen Wealth Advisors

Top funds holding Appfolio

Vanguard Group
BlackRock
Principal Financial Group
Vanguard Portfolio Management
Ashe Capital Management
Vanguard Capital Management
State Street Corporation
William Blair Investment Management
Nellore Capital Management
Kayne Anderson Rudnick Investment Management
Geode Capital Management
Gilder, Gagnon, Howe & Co
Citadel Advisors
Df Dent & Co
Long Walk Management

View all funds holding Appfolio